With our incentive program CRM integration technology, you can apply the sales and customer data you acquire from your sales incentive or channel loyalty program to your CRM platform and vice versa. This creates a one-stop shop for your sales and marketing teams to access the data they need to generate business!

What are the features and benefits of CRM integration?

Feed incentive program sales and customer data through an application program interface (API) into your existing business intelligence tools.

Purchase history information, sales data and customer contact information from your rewards program help you develop a clear, complete picture of your customer base.

Which types of reward programs should use CRM integration?

A channel incentive program is designed to increase selling and buying activity throughout your distribution network, which creates new sales data you need to capture. With The CRM Integration Module, you can make sure the valuable data created by incentive program activity makes it to your sales channel CRM software.

You can manage multiple sales promotions using an online sales rewards program. That means you’ll have lots of sales data coming in through sales promotion activity. Feeding that sales data to your CRM system allows you to identify areas for sales strategy improvement or opportunity, while gaining better insight into your customer base.

You can never have enough knowledge about what your customers need. When you integrate your customer loyalty program with your CRM platform, you motivate customers to purchase from you more frequently while controlling where all that new purchase data goes. Putting all the customer data pieces in one place gets you closer to a complete, 360⁰ view of your customer base.